Jeffrey Wherry's Location
New Castle, PA, US
Jeffrey Wherry's Work
- Director of Planning and Research @ MAI Capital Management
- Director of Research and Planning, THWM @ Treloar & Heisel
- Managing Director- T and H Financial Group @ Treloar & Heisel
- Regional Account Manager @ Treloar & Heisel
Jeffrey Wherry's Education
- Indiana University of Pennsylvania
Bachelor's degree
- The American College
CERTIFIED FINANCIAL PLANNER™
- The American College
Chartered Financial Consultant
- The American College
Chartered Life Underwriter
Jeffrey Wherry's Skills
- Certified Financial Planner
- Financial Advisory
- Investment Advisory
- Retirement Planning
- Qualified Retirement Plans
- Microsoft Office
- Certified Financial
- Customer Service
- Qualified Retirement
- Strategic Planning
Jeffrey Wherry's Summary
Jeffrey Wherry, based in New Castle, PA, US, is currently a Director of Planning and Research at MAI Capital Management, bringing experience from previous roles at Treloar & Heisel and Treloar & Heisel, Inc. Jeffrey Wherry holds a Bachelor's degree @ Indiana University of Pennsylvania. With a robust skill set that includes Certified Financial Planner, Financial Advisory, Investment Advisory, Retirement Planning, Qualified Retirement Plans and more, Jeffrey Wherry contributes valuable insights to the industry. Jeffrey Wherry has 3 emails on RocketReach.
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